Birthdays, anniversaries, events, appointments, and more! Clients will never have to download an app or software to communicate with you.
We communicate directly with your compliance department, ensuring your messages are properly monitored and retained.
Scheduled, automated, and efficient client communication — leaving you more time to do what you do best.
Easily import your contacts from your CRM or your mobile phone and begin texting immediately. Your conversations will be instantly archived in your CRM.
You can plan and schedule messages in the future and create recurring messages to celebrate important dates. Push send once, and be worry-free while your marketing is executed!
If you don’t have a landline number to text enable, we can create a text number for you and auto-forward all calls to your number of choice.
Birthdays, anniversaries, events, appointments, and more! Clients will never have to download an app or software to communicate with you.
Scheduled, automated, and efficient client communication — leaving you more time to do what you do best.
We communicate directly with your compliance department, ensuring your messages are properly monitored and retained.
Easily import your contacts from your CRM or your mobile phone and begin texting immediately. Your conversations will be instantly archived in your CRM.
You can plan and schedule messages in the future and create recurring messages to celebrate important dates. Push send once, and be worry-free while your marketing is executed!
If you don’t have a landline number to text enable, we can create a text number for you and auto-forward all calls to your number of choice.
Additional features include: integrated Vcard, keep your number, smart watch integration, customizable workflow, and more.
We have several live demos scheduled for both advisors and compliance officers to learn more about how our product works, and how it can help you run your business better. Space is limited, sign up today to reserve your spot!
66% of children fire their parents’ financial adviser after receiving an inheritance
Lack of communication is the #1 reason people change advisors
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